Beverly Hills Private Wealth, LLC Options Holdings

Beverly Hills Private Wealth, LLC

  • $506 Billion
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
IP
International Paper CO

Consumer Cyclical
PUT
$213 Million
4K
Q1 2025
New holding
SCHW
Schwab Charles Corp

Financial Services
CALL
$227 Million
2.9K
Q1 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 1,046
  • Current Value $506 Billion
  • Prior Value $495 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 17 stocks
  • Additional Purchases 169 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 133 stocks
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